Work with levels
1. Add a level
1. Add a child level to a parent level
1. Edit a level
1. Delete a level

Work with levels

A level provides a way to group or organize documents. Administrators can view, add, edit, or delete level labels. Group leaders with administrative access to level properties can edit a level label, but not a level name. Group members cannot edit levels.

Add a level

You can add a new level or add a child level to a parent, or root, level. Administrators can add up to nine sublevels to a parent level. When an administrator creates a level, the application adds a folder to the file system.

To add a new level:

On the Case Home page, under Manage Documents, click Levels.

On the Levels page, click Add.

Type a Name for the level. The level name must be unique. The maximum length is 20 characters.

Note: A level name cannot include Unicode characters or any of the following special characters: backslashes (\), slash marks (/), colons (:), asterisks (*), question marks (?), angle brackets (< >), or vertical bars (|).

In the Label box, type an optional description for the level. The maximum length is 150 characters. Labels can include Unicode or special characters.

Click Save.

Add a child level to a parent level

You can create up to nine child levels for each parent level. To add a child level:

On the Case Home page, under Manage Documents, click Levels.

Click the Add child level button in the row for a parent level.

Type a Name. The child level name must be unique. The maximum length is 20 characters.

In the Label box, type an optional description. The maximum length is 150 characters. Labels can include Unicode and special characters.

Click Save.

Edit a level

Administrators can edit the name and the label of a parent or child level. Group leaders with administrative access to Level Properties can edit a level label, but not a level name. Group members cannot edit levels.

Note: After you edit a label, you must rerun the case index to make the level searchable. For information about indexing a case, see Update an index.

To edit a level:

On the Case Home page, under Manage Documents, click Levels.

Click the name of a level.

On the Properties page for the level, edit the Name or Label boxes. The level name must be unique.

Click Save.

Delete a level

Administrators can delete a parent level or a child level, but only if the level contains no documents. When you delete a level, the application deletes the level record from the database and the underlying system level folder, as long as the folder is empty. Files that exist in the system level folder are not deleted.

You can delete multiple levels at the same time. If you select a root level, all of the child levels are deleted.

To delete a level:

On the Case Home page, under Manage Documents, click Levels.

Select the check box next to the level that you want to delete. Click the plus sign next to a parent level to see the child levels.

Note: You cannot delete a level that contains documents.

Click Delete, and then click OK.